About Keith Fulton

Our approach to serving our clients is very clear — your needs always come first. We build long-term relationships through the highest level of integrity, quality advice, and outstanding service. Our goal is to help you build and preserve your wealth so that you and your loved ones can live the life that you want.

Our team approach provides our clients with sound, wide-ranging and in-depth advice and service. We work together with our clients to provide direction and assistance for reaching their investment and personal goals.

KEITH FULTON

What you can expect from me and my team: consistent and regular communication; a personalized financial plan; an investment strategy, focusing on the long term; growth and preservation of capital; proactive management and advice; and exceptional client service.

I work with experts from Raymond James Financial Planning Ltd. to develop retirement and estate planning strategies.

We believe that one of the most important choices that you will make is selecting the professionals who will help you achieve your financial and life goals. We take a unique and detailed approach to accepting new clients, and subsequently working with them. The following steps outline the process that we follow for our clients:

Step 1: Meeting to understand your needs and goals.
Step 2: Getting a clear picture of your current situation through a "Financial Policy Statement"
Step 3: Creating custom designed financial solutions to help you reach your goals.
Step 4: Building a portfolio within your risk tolerance to support your financial plan.
Step 5: Regularly updating your plan and portfolio. Call me to start the process.

KHADY NIANG

Before joining Raymond James, Khady was a licensed Investment Representative (IR) which provided her with invaluable experience in deepening customer relationships. She graduated from the University of Ottawa with an Honors Bachelor of Financial Mathematics and Economics. She continues to further her education and has completed the Derivatives Fundamentals and Options Licensing Course. She a quick learner, has excellent communication skills in English and French.

She works closely with Financial Advisor, Keith Fulton to provide professional client support with a focus on integrity and commitment with all she does.

Outside of work, Khady is passionate about travel and learning about new cultures.